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A further level of detail, under Project Tasks, relates to tickets. To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...

Through Reports and Charts, you can examine the data in vtenext and extrapolate them from different points of view. Reports Charts First of all, you have to identify the type of data extraction you want (i.e.: what do you want to obtain?) and, from there, buil...

Reports are organised in folders. You can create new ones and delete them (only empty folders can be deleted), and also switch to list view via the List button. To create a new report, click on the button from the Reports module Once you click the button, a w...

Understanding the CRM Data Model Before creating a report, it is essential to have a good understanding of the available data structure. Otherwise, you risk designing a report without knowing whether a specific piece of information is actually stored in the CR...

In this chapter, we will create a report using data from a single module, applying filters and aggregations to the displayed information. The examples provided in this document are intended solely for illustrative purposes and are not necessarily representativ...

In this section, we will explore in greater detail some of the configurations introduced earlier and examine additional steps of the report creation wizard that have not yet been covered. Unlike the previous chapter, we will not walk through the complete repor...

Once you have created a report you can generate a chart from it using the Create Graph button. Type Click on the type of chart you want: pie, histogram, bar … Chart Name Enter chart name Show Legend Activate to view the legend Show Labels Activate to display ...

The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the right and indicate the name for the template and the reference module: the template will be available for the indicated module only. This means that we will find ...

Press the Image button in the editor: URL insert the URL of the image (if already present); if the URL is not already present, click Search on the server to upload an image Width / Height to change the image size in the template blocks height-width proportion...

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is highlighted in the following image: When the "table creation" icon is clicked, a dialog window will open that will allow us to enter the values of the specific tabl...

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product block into the templates. There are predefined product block models that can be quickly inserted into the template. To insert a product block model, select the block...

It is possible to insert barcodes inside the template through the "Other information" Tab: It is possible to insert a fixed number or a variable within this string. The number or variable will be inserted instead of "YOURCODE": Example of a result:

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in the top right-hand corner. The PDF Maker panel for exporting the document will appear. Choose the desired model and press Export in PDF. At this point the system wi...

In the product block models, you can also add thumbnails related to the images uploaded in the product sheet. Warning! The appropriate variable for the product image must be inserted in the template. The $PRODUCTS_IMAGENAME$ variable must be inserted between t...

It is possible to define custom functions for data processing within the PDF Maker. To add a custom function, place the PHP file with the function code inside the modules/PDFMaker/function folder; the file will be included automatically. The its4you.php functi...

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows you to define the file name according to your needs. It is possible to combine text strings, module variables and standard variables such as the template name, cu...

You can import or export the templates of the PDF Maker module in XML format using the appropriate buttons. This feature is only available to CRM administrator users.